Best Financial Advisors in St. Clair County, MI

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List of Firms

St. Clair County, MI Fiduciary Financial Advisors

Thrivent Financial - Robert Eick
Location 1904 Poplar St #3, Port Huron, MI 48060, USA
Phone (810) 650-3968
Beatty, Betts & Associates - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 527 Huron Ave, Port Huron, MI 48060, USA
Phone (810) 987-5370
Jeremy Dodder - Thrivent
Location 1904 Poplar St, Port Huron, MI 48060, USA
Phone (810) 479-6268
Financial Coach
SEC File# 801-81042
CRD# 170478
Location 201 N Riverside Ave, St Clair, MI 48079, USA
Phone (810) 326-1700
Huron Financial Group (Equitable Advisors)
Location 208 Huron Ave #2a, Port Huron, MI 48060, USA
Phone (810) 985-7370
Edward Jones
SEC File# 801-3297
CRD# 250

3 out of 5

Location 301 Orchard St Suite 1, St Clair, MI 48079, USA
Phone (810) 329-8555
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Steven Beatty - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 527 Huron Ave, Port Huron, MI 48060, USA
Phone (810) 987-5370
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Edward Jones
SEC File# 801-3297
CRD# 250
Location 221 Huron Ave, Port Huron, MI 48060, USA
Phone (810) 984-4653
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Optimus Financial
SEC File# 801-43561
CRD# 28218
Location 818 Beard St, Port Huron, MI 48060, USA
Phone (810) 689-1000
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Edward Jones
SEC File# 801-3297
CRD# 250
Location 221 Huron Ave, Port Huron, MI 48060, USA
Phone (810) 984-4653
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Wells Fargo Advisors

5 out of 5

Location 522 Huron Ave, Port Huron, MI 48060, USA
Phone (810) 985-9555
Oppenheimer & Co Inc.
SEC File# 801-887
CRD# 249
Location 810 Michigan St, Port Huron, MI 48060, USA
Phone (810) 987-1500
Jeff Poosch Financial Services

3 out of 5

Location 3937 24th Ave, Fort Gratiot Twp, MI 48059, USA
Phone (810) 989-0360
Edward Jones
SEC File# 801-3297
CRD# 250
Location 1161 S Carney Dr, St Clair, MI 48079, USA
Phone (810) 637-4011
RWS Financial Group
Location 2932 Pine Grove Ave, Port Huron, MI 48060, USA
Phone (833) 797-4636
UHY LLP, CPA
Location 1979 Holland Ave STE A, Port Huron, MI 48060, USA
Phone (810) 255-4590
Wellington Financial Strategies

5 out of 5

Location 302 Thornapple St, St Clair, MI 48079, USA
Phone (810) 329-5220
Stifel

5 out of 5

Location 1430 Military St #2, Port Huron, MI 48060, USA
Phone (810) 989-7950
Edward Jones
SEC File# 801-3297
CRD# 250

5 out of 5

Location 1100 Michigan Ave Suite C, Marysville, MI 48040, USA
Phone (810) 364-3114
Golembiewski Financial Group
Location 1362 River Rd, St Clair, MI 48079, USA
Phone (810) 329-6228
Beacon Wealth Group

3 out of 5

Location 782 Huron Blvd, Marysville, MI 48040, USA
Phone (810) 364-9225
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About St. Clair County, MI

St. Clair County is located in the southeastern region of Michigan and is home to more than 250,000 residents. The county is comprised of 29 cities and townships, and boasts a wide variety of landmarks and attractions. Some of the most popular destinations include the Fort Gratiot Light Station, the St. Clair River, Palmer Park, and the China Dam. In terms of top employers, the largest in St. Clair County are General Motors and Chrysler. Other notable businesses include Whirlpool Corporation, Foremost Farms USA, and Kelly Services. The county is also home to a number of major highways and streets, including I-94, I-69, M-25, and M-83. Numerous neighborhoods are located throughout St. Clair County, each with its own unique character and charm.

Where Certified Financial Advisors in St. Clair County, MI Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

There are many services that banks can provide St. Clair County, MI residents. Some of these services include: checking and savings accounts, loans, credit cards, and investment advice. Each of these services has its own benefits, which is why so many people rely on banks to help them manage their money. Banks offer a level of convenience and security that other financial institutions cannot match. If you are looking for a reliable way to manage your money, then a bank is the best option for you.

Insurance Broker

Residents of St. Clair County, MI can benefit from the services of insurance brokers. Brokers can help residents find the best policies for their needs, and they can also help them to understand the complex language of insurance contracts. In addition, brokers are often able to get better rates for their clients than they would be able to get on their own.

Retirement Planning

Most people in St. Clair County, MI don't think about retirement planning until it's too late. Financial advisors can help change that. A good financial advisor can work with you to create a plan that will ensure you have the money you need to retire comfortably. They can also help you save money in taxes and invest your money wisely. If you're looking for help with retirement planning, consult a financial advisor today.

Wealth Management

Residents of St. Clair County, MI have many options when it comes to wealth management. There are a number of firms that offer a variety of services, and each has its own strengths and weaknesses. Residents who are looking for help managing their money should research the different firms and find one that fits their needs.

Estate Planning Lawyer

Estate planning lawyers in Saint Clair County, MI can help residents create wills and trusts which will ensure that their assets are distributed according to their wishes after they die. They can also help residents set up powers of attorney and healthcare directives which will allow them to make decisions for themselves in the event that they become incapacitated.

Mortgage Loan Officer

Mortgage loan officers in St. Clair County, MI can help residents with a variety of services related to mortgages. They can help people find the right mortgage for their needs, work with them to get approved for a mortgage, and help them through the entire process of buying a home. Mortgage loan officers can also help people who are having trouble making their mortgage payments, by working with them to find a way to keep their home.

Tax Services

Tax accountants can help St. Clair County, MI residents by working with them to file their taxes. This can help residents get the most money back from the government, and it can also help them to stay compliant with tax laws. Tax accountants can also help residents plan for their future tax obligations, so they can budget appropriately.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in St. Clair County, MI